Lubbock Fine Wealth Management
Paraplanner
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Job Description
Lubbock Fine is a successful 20 Partner accountancy and tax advisory practice. We are also the founder member of the award-winning global network Russell Bedford International. Due to a period of considerable growth, we plan to expand our team to 200 members of staff in 2025. The overarching strategy of the firm at the heart of our success is our vision to ‘redefine exceptional’. Now is a perfect time to join us to be part of that success and to help shape the future.
Lubbock Fine Wealth Management is a thriving financial services business providing Independent financial advice to private clients and businesses. Our team of expert financial advisers support clients at every stage of their lives. Through our holistic financial planning process, we help our clients to preserve their wealth for the future. We create financial planning solutions tailored to our clients' needs and objectives.
Paraplanner - Job Description
- You will be exposed to a wide variety of work across an exciting and varied client base
- You will be responsible for producing suitability reports
- You will be responsible for product selection and due diligence
- You will work alongside a team of professionals whilst developing your technical skills and building a role around your strengths
- You will get the chance to enjoy and participate in a wide range of the firm's social events and external networking
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Job Requirements
- At least three years' experience, established within a similar firm
- Qualified to Level 4
- Excellent communication skills
- Experience liaising with all relevant stakeholders
- The ability to work under pressure and on own initiative
- Excellent IT and presentation skills
- Enthusiasm, drive and determination, coupled with a 'can-do' approach to work
- The desire and ability to develop and grow your career in a forward-thinking and supportive environment
Job Responsibilities
- You will be exposed to a wide variety of work across an exciting and varied client base
- You will be responsible for producing suitability reports
- You will be responsible for product selection and due diligence
- You will work alongside a team of professionals whilst developing your technical skills and building a role around your strengths
- You will get the chance to enjoy and participate in a wide range of the firm's social events and external networking
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Job Benefits
- A competitive salary as well as a fully comprehensive range of benefits to include
- Smart Working with core hours from 10am to 4pm
- Christmas bonus scheme
- 4 or 5% pension (matched)
- Private Medical insurance
- Dental insurance
- Interest free season ticket loan
- Enhanced Maternity, Paternity & Shared Parental Leave packages
- Flexible benefits: including healthcare assessments, cycle to work, health cash plan etc
- Employee assistance programme
- 26 days holiday plus bank holidays
- Fresh fruit and snacks in the office every week
- Massage Angels bi-monthly
- Annual away day and Christmas party as well as numerous other socials
- Annual wellbeing calendar with free seminars, freebies, lunch & learns
- A supportive working environment where development and progression are actively encouraged!
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